The °neo platform has the ability to store relevant documents to a client’s profile, for example an identity document or pay slip. To store documents each person has a general folder available, however the structure of this folder can be configured in the Configuration Portal (e.g., creation of subfolders).
By clicking on the ‘Upload document’ button, the File Explorer is opened, and you can select a file that you want to upload. When a document is uploaded successfully, it will be visible in the folder and the counter will show the updated number of documents in each folder.
By clicking on a document, the document will be automatically downloaded. By clicking on the 3 dots at the end on the line, you can also select to delete the document.
Updated about 1 year ago